Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIB (Bancolombia S.A.) | 15.73% | 68.93% | 62.28% | 32.90% | 16.33% | 6.99% | 10.57% | … | … |
Data as of 06/04/2026, Common starting date is 07/26/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIB (Bancolombia S.A.) | 07/26/1995 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.54 | 68.93 | 62.28 | 32.90 | 16.33 | 6.99 | 10.57 | … | … | 15.73 | 147.11 | 16.86 | 22.08 | -0.31 | -20.69 | -23.08 | 47.45 | -0.72 | 11.43 | 41.82 | -42.02 | 0.42 | -24.20 | 14.70 | -1.58 | 39.42 | 102.06 | -28.31 | 13.03 | 11.30 | 114.46 | 177.93 | 138.15 | 59.01 | -20.66 | -55.82 | -2.63 | -66.07 | -32.53 | 26.72 | 12.93 |
| Sharpe Ratio | NA | 1.97 | 2.01 | 0.91 | 0.39 | NA | NA | … | … | 0.59 | 4.68 | 0.52 | 0.55 | -0.04 | -0.71 | -0.34 | 1.87 | -0.08 | 0.46 | 1.19 | -1.28 | 0.02 | -1.30 | 0.73 | -0.05 | 1.50 | 2.59 | -0.46 | 0.30 | 0.20 | 2.66 | 4.65 | 3.88 | 0.94 | -0.29 | -0.73 | -0.11 | -1.76 | -1.44 | 0.80 | 1.01 |
| Standard Deviation(%) | NA | 31.29 | 30.55 | 32.83 | 35.93 | NA | NA | … | … | 38.87 | 31.01 | 25.67 | 33.67 | 39.04 | 29.18 | 68.40 | 24.63 | 27.90 | 23.59 | 34.87 | 32.76 | 24.17 | 18.63 | 20.34 | 29.41 | 26.14 | 39.36 | 63.80 | 33.38 | 40.11 | 42.25 | 38.04 | 35.38 | 61.67 | 81.38 | 82.08 | 55.97 | 39.47 | 25.13 | 28.61 | 28.44 |
| Draw Down(%) | NA | 23.95 | 23.95 | 46.85 | 70.38 | NA | NA | … | … | 23.95 | 14.49 | 14.61 | 27.91 | 44.29 | 30.35 | 70.38 | 18.80 | 27.59 | 22.93 | 22.40 | 48.63 | 33.54 | 29.90 | 20.10 | 18.41 | 12.96 | 32.21 | 63.21 | 19.22 | 41.90 | 25.09 | 22.98 | 14.12 | 50.49 | 66.39 | 60.20 | 53.45 | 72.36 | 35.84 | 21.38 | 15.52 |
| Yield(%) | 0.00 | 2.79 | 20.47 | 12.97 | 7.91 | 3.54 | 7.12 | … | … | 1.93 | 25.04 | 13.73 | 12.37 | 9.63 | 0.70 | 2.46 | 3.35 | 3.37 | 3.44 | 4.46 | 2.69 | 3.17 | 2.38 | 2.68 | 2.28 | 2.92 | 4.76 | 3.80 | 3.22 | 2.85 | 5.75 | 7.92 | 7.45 | 7.19 | 1.60 | 1.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/26/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIB (Bancolombia S.A.) |
-50.59%
Jun 1997 – Jun 2000 |
-43.33%
Oct 1996 – Oct 2001 |
-6.42%
Oct 2010 – Oct 2020 |
0.37%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIB (Bancolombia S.A.) |
164.82%
Sep 2002 – Sep 2005 |
105.56%
Oct 2001 – Oct 2006 |
56.49%
Oct 2001 – Oct 2011 |
31.79%
Oct 2001 – Oct 2016 |
Annualized Rolling Returns Comparison Chart